$ASML: A monopoly that just confirmed its throne
There are companies that are good, companies that are great. And then there’s ASML — a company without which modern civilization literally cannot manufacture chips. No other company in the world can do what they do. And the results for 2025 only confirmed that.
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The story is interesting and I try to keep an eye on the company, but for me it’s simply not attractive at its current valuation.
💾 Micron reported meteoric growth and nearly tripled revenue!
The company Micron Technology $MU posted results that show how strongly artificial intelligence can transform an entire industry. Revenue nearly tripled year-over-year and the firm significantly beat analysts' expectations.
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In fiscal Q3, management expects revenue of about $33.5 billion, above the market estimate of $23.7 billion. The company expects earnings per share of around $19.1, above the estimate of $11.29. Micron expects a margin of about 81% in the following quarter. For comparison: (!fabless!) Nvidia operates with a gross margin of around 71%.
Management expects this massive demand to continue at least until the end of the decade.
Micron $MU, Sandisk $SNDK and other memory manufacturers are again at new highs.
Micron has gained 62 % year-to-date, Sandisk is up 203 %...
Sure, AI is unstoppable and, thanks to massive CapEx investments by the biggest companies and the never-ending demand, which this week was again confirmed by $NVDA CEO Jensen Huang himself, it looks like these companies will enjoy high...
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Unfortunately I didn't manage to buy these stocks, so I'm holding other chip stocks.
Good afternoon, investors.
On 28 October 2025 there will be a major NVIDIA conference that could significantly shake up the tech market with announcements in robotics, AI and new chip platforms. The biggest impact is expected in robotics, autonomous systems and companies connected to the NVIDIA ecosystem.
Do you have any stocks on your radar that could skyrocket after this...
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💾 Micron raises the bar. AI turns memory chips into premium goods.
Micron Technology $MU announced an increase in revenue and profit guidance for the fourth quarter. Growing demand for HBM memory chips for AI data centers puts the company in a favorable position to dictate pricing terms. Shares responded to the news by rising more than 4%.
Great company and the stock has risen quite a bit in recent times. I'm a little annoyed I didn't buy in a few months ago.
📈 Micron announces record quarter and ambitious outlook!
In the third fiscal quarter of 2025, Micron Technology $MU demonstrated a return to a growth trajectory. Record revenues of $9.3 billion, a nearly fivefold year-over-year increase in net income, and significant margin improvement across segments show that the memory industry has its strong period ahead.
📅 Key events of the upcoming week!
Markets will react to developments in the Middle East. I'll be watching more results of interesting companies and many other macroeconomic events.
🏭Monday
Services and Manufacturing PMI (US) - Hints of the pace of economic activity in June.
🏘️ Existing Home Sales - We'll see how the US housing market performs.
🎙 Waller's FOMC speech - Possible...
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It's going to be an interesting week again, but the most memorable will probably be today's stock reaction to the conflict.
🏭 Micron raises investment plan to $200 billion!
Micron Technology $MU has announced a significant increase in its investment in US manufacturing and research. The total framework moves to $200 billion, making this plan one of the most ambitious in the history of the US semiconductor industry.
They had enough problems at one time and I don't have the stock in my portfolio, but they have bounced back nicely and are growing solidly.
🔌Technology sector under pressure: Nvidia and AMD warn, the whole sector reacts with a sell-off!
Tensions between the US and China are once again rocking the technology market. Chipmakers are reporting higher costs and regulatory uncertainty that is starting to weigh heavily on company results and outlooks.
The most visible case is the company Nvidiawhich has announced that it...
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It's not good news for these two companies, but it doesn't change my opinion and I think AMD is a great company with a lot of potential.
📉 Micron: Margins overshadow great numbers! 🧠💾
US semiconductor giant Micron Technology $MU released its second fiscal quarter results and the numbers certainly didn't disappoint for me. Revenue was up by 38 %, earnings beat analysts' expectations and the company offered a strong outlook for the period ahead. Still, the stock lost over 8 %due to margins.
Micron has had a lot of problems and even now it's still a pretty risky stock. I'd rather buy $AVGO out of this sector right now.
📅 Weekly overview of interesting events!
This week will be rich in economic data, major Fed decisions and the last few results of interesting companies. Let's take a look at the overview.
🏭 Monday
🛍 US Retail Sales - A key indicator of consumer strength.
NY Fed Manufacturing Activity Survey - We track the state of industrial production and sentiment among manufacturers in New York...
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Surely the Fed's question for all the money is will the US go into recession or even stagflation? What does the Fed say? For now, I have only a pithy quote from today's WSJ
Fed policymakers are alternatively referred to as inflation-fighting "hawks" or labor-market-defending "doves." Right now, Powell looks more like a duck-calm on the surface while constantly paddling beneath murky waters.😂
ASML has a great position, sure, but semiconductors are an extremely cyclical business influenced by a lot of external factors — geopolitics, various export bans, and whether customers like TSMC or Samsung are willing to pour billions into new fabs. And one more thing occurs to me: if chip performance started being pushed more by packaging, chiplets, and smarter architecture instead of ever-smaller transistors, ASML might not be as indispensable as it seems today.